EverSource Wealth Advisors’s Western Digital WDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
5,177
+1,963
| +61% | +$126K | 0.02% | 627 |
|
|
2025
Q1 | $130K | Buy |
3,214
+14
| +0.4% | +$566 | 0.01% | 816 |
|
|
2024
Q4 | $144K | Buy |
3,200
+92
| +3% | +$4.15K | 0.01% | 791 |
|
|
2024
Q3 | $160K | Sell |
3,108
-723
| -19% | -$37.3K | 0.01% | 629 |
|
|
2024
Q2 | $194K | Buy |
3,831
+1,685
| +79% | +$85.4K | 0.01% | 569 |
|
|
2024
Q1 | $115K | Sell |
2,146
-103
| -5% | -$5.51K | 0.01% | 659 |
|
|
2023
Q4 | $89K | Hold |
2,249
| – | – | 0.01% | 679 |
|
|
2023
Q3 | $77.6K | Hold |
2,249
| – | – | 0.01% | 659 |
|
|
2023
Q2 | $64.5K | Sell |
2,249
-1,052
| -32% | -$30.2K | 0.01% | 735 |
|
|
2023
Q1 | $94K | Buy |
3,301
+589
| +22% | +$16.8K | 0.01% | 557 |
|
|
2022
Q4 | $64.7K | Buy |
2,712
+2,052
| +311% | +$48.9K | 0.01% | 644 |
|
|
2022
Q3 | $17K | Buy |
660
+447
| +210% | +$11.5K | ﹤0.01% | 970 |
|
|
2022
Q2 | $7K | Sell |
213
-25
| -11% | -$822 | ﹤0.01% | 1173 |
|
|
2022
Q1 | $9K | Sell |
238
-138
| -37% | -$5.22K | ﹤0.01% | 1043 |
|
|
2021
Q4 | $18K | Buy |
+376
| New | +$18K | 0.01% | 739 |
|